See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,828 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,962 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,509 | $89,436+28.0% | $164,813-30.5% | $77,643+47.5% |
| Participation rate | 76.6% | 78.6%-2.0pp | 78.6%-2.0pp | 70.6%+6.1pp |
| Annual return | 15.68% | 28.83%-13.1pp | 69.93%-54.3pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,163 | $2,569-54.7% | $4,341-73.2% | $2,726-57.3% |
| Participant deferral / active EE | $4,478 | $4,897-8.6% | $6,031-25.8% | $4,647-3.6% |
| Admin fee / account holder | $99 | $339-70.8% | $12,690-99.2% | $430-77.0% |